Purchases and Sales Made in Q1 2025 in Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR) during Q1 2025. The information is specifically focused on institutions that hold shares of PIMCO ENHANCED LOW DURATION AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-104- 2.08% |
$9.87K - $10K
|
4.89K
$466K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 15.99% |
$10.9K - $11.1K
|
604
$57.6K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-129- 70.11% |
$12.2K - $12.4K
|
55
$5.24K
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-233- 0.57% |
$22.1K - $22.4K
|
40.7K
$3.88M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-240- 2.42% |
$22.8K - $23.1K
|
9.66K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-263- 8.97% |
$25K - $25.3K
|
2.67K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-322- 9.23% |
$30.5K - $30.9K
|
3.17K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-332- 93.52% |
$31.5K - $31.9K
|
23
$2.19K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-359- 4.17% |
$34.1K - $34.5K
|
8.26K
$787K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-443- 34.18% |
$42K - $42.6K
|
853
$81.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-466- 1.48% |
$44.2K - $44.8K
|
31K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-542- 5.87% |
$51.4K - $52.1K
|
8.69K
$828K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-601- 38.38% |
$57K - $57.8K
|
965
$92K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-604- 16.06% |
$57.3K - $58.1K
|
3.16K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-662- 21.83% |
$62.8K - $63.6K
|
2.37K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-848- 14.08% |
$80.4K - $81.5K
|
5.18K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-911- 1.17% |
$86.4K - $87.6K
|
77K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-937- 0.86% |
$88.9K - $90.1K
|
108K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-960- 27.3% |
$91.1K - $92.3K
|
2.56K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.03K- 5.8% |
$97.9K - $99.2K
|
16.8K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.18K- 19.42% |
$112K - $114K
|
4.9K
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.46K- 14.83% |
$138K - $140K
|
8.35K
$797K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.55K- 6.3% |
$147K - $149K
|
23K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.58K- 6.79% |
$150K - $151K
|
21.7K
$2.06M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.61K- 46.42% |
$153K - $155K
|
1.86K
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.64K- 3.85% |
$155K - $157K
|
40.9K
$3.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.93K- 6.35% |
$183K - $185K
|
28.4K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.12K- 8.07% |
$201K - $203K
|
24.1K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.21K- 50.79% |
$210K - $212K
|
2.14K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.43K- 41.87% |
$230K - $233K
|
3.37K
$321K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.6K- 7.72% |
$342K - $346K
|
43.1K
$4.11M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-3.65K- 15.89% |
$346K - $351K
|
19.3K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.2K- 48.98% |
$398K - $403K
|
4.37K
$417K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.83K- 51.65% |
$458K - $464K
|
4.52K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.49K- 26.91% |
$521K - $528K
|
14.9K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.92K- 6.32% |
$941K - $954K
|
147K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.1K- 3.08% |
$1.05M - $1.06M
|
349K
$33.2M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.4K- 39.16% |
$1.27M - $1.29M
|
20.8K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-19.4K- 70.21% |
$1.84M - $1.86M
|
8.23K
$784K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-33.2K- 57.82% |
$3.15M - $3.19M
|
24.2K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-89.3K- 78.49% |
$8.47M - $8.59M
|
24.5K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-96.8K- 43.22% |
$9.18M - $9.3M
|
127K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-409K- 49.95% |
$38.8M - $39.3M
|
410K
$39.1M
|